from Breakingviews:

IMF crowd should cut Japan some slack

April 19, 2013

By Christopher Swann

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Global Investing:

No one-way bet on yen, HSBC says

April 16, 2013

Will the yen continue to weaken?

Most people think so -- analysts polled by Reuters this month predict that the Japanese currency will fall 18 percent against the dollar this year. That will bring the currency to around 102 per dollar from current levels of 98. And all sorts of trades, from emerging debt to euro zone periphery stocks, are banking on a world of weak yen.

from Breakingviews:

Weaker yen won’t halt Japan Inc’s overseas spree

April 16, 2013

By Peter Thal Larsen

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Breakingviews:

Ten ways to tell whether Abenomics is working

April 15, 2013

By Andy Mukherjee

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from The Great Debate:

Casting doubt on Japan’s new economic experiment

By Charles Wallace
April 11, 2013

Almost exactly a decade ago, Ben Bernanke visited Tokyo as a member of the Federal Reserve Board – he was not yet the powerful Fed chairman – and gave some shocking advice to his Japanese counterparts. Surveying the country’s abysmal record of deflation, Bernanke recommended that the Bank of Japan set an explicit inflation target and embark on a massive program of buying government debt to help achieve that goal.

from MacroScope:

Yellen-san supportive of BOJ’s aggressive easing

April 5, 2013

For all the talk about clear communications at the Federal Reserve, central bank Vice Chair Janet Yellen's speech to the Society of American Business and Economics Writers ran a rather long-winded 16 pages.

from Global Investing:

Less yen for carry this time

April 5, 2013

The Bank of Japan unleashed its full firepower this week, pushing the yen to 3-1/2 year lows of 97 per dollar.  Year-to-date, the currency is down 11 percent to the dollar. But those hoping for a return to the carry trade boom of yesteryear may wait in vain.

from Breakingviews:

Japanese economy needs nuclear second chance

April 5, 2013

By Christopher Swann

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Kuroda does what he can for BOJ’s inflation goal

April 4, 2013

By Andy Mukherjee

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Investing:

European banks: slow progress

March 25, 2013

The Cypriot crisis, stemming essentially from a banking malaise, reminds us that Europe's banking woes are far from over. In fact, Stephen Jen and Alexandra Dreisin at SLJ Macro Partners posit in a note on Monday that five years into the crisis, European banks have barely carried out any deleveraging. A look at their loan-to-deposit ratios  (a measure of a bank's liquidity, calculated by dividing total outstanding loans by total deposits) remain at an elevated 1.15. That's 60 percent higher than U.S. banks which went into the crisis with a similar LTD ratio but which have since slashed it to 0.7.